Filed April 13, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP5 years Filed as: PRICEWATERHOUSE COOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $53,900 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $50,776 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $18,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,751 | $127,246-9.0% | $75,696+52.9% | $101,517+14.0% |
| Participation rate | 96.6% | 76.6%+20.0pp | 74.8%+21.7pp | 74.6%+22.0pp |
| Annual return | 14.34% | 14.35%0pp | 104.53%-90.2pp | 21.00%-6.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $2,743-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $7,932 | $4,639+71.0% | $3,821+107.6% | $4,873+62.8% |
| Admin fee / account holder | $10 | $42-76.5% | $3,619-99.7% | $139-93.0% |